NEW YORK--(BUSINESS WIRE)--Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced it has been named to the Financial Times (FT) 300 Top Registered Investment Advisers list for the third straight year. The ranking recognizes the top independent RIA firms in the U.S.
With nine offices in California, New York, Connecticut, Maryland, Texas and Pennsylvania, Snowden Lane has a growing national footprint and oversees more than $3.3 billion in client assets across individual, high-net-worth, ultra-high-net-worth and institutional segments.
“Being included in this ranking again for a third time among such elite industry peers is something we are very proud of and view as a true honor,” said Rob Mooney, Snowden Lane’s Managing Partner and CEO. “Since our founding, we’ve strived to provide a uniquely client-focused experience and we’re fortunate to work with some of the best advisors in the business to make that a reality.”
This is the fourth annual FT 300 list to be produced by the Financial Times Ltd. in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. The average FT 300 firm has been in existence for 24 years and manage $2.7 billion in assets. The 300 list includes top RIAs spanning 37 states and Washington, D.C.
The FT invited more than 1,500 pre-screened RIA firms to apply for consideration, based on assets under management (AUM). Applicants that applied were graded on six criteria: AUM, AUM growth rate, years in existence, advanced industry credentials of the firm’s advisors, online accessibility and compliance records. Neither the RIA firms nor their employees pay a fee to the FT in exchange for inclusion in the FT 300.
About Snowden Lane Partners
Snowden Lane is a nationally branded, open-architecture, hybrid registered investment advisor and broker-dealer that provides wealth advisory services to high net worth individuals, families, and institutional clients.
Snowden Lane is led by an experienced team of industry executives, including Lyle LaMothe, Chairman of the Board of Directors, Rob Mooney, Managing Partner and CEO, and Greg Franks, Managing Partner and President, who are dedicated to building a client-focused, nationally branded, boutique wealth advisory partnership.
Snowden Lane is headquartered in New York City and operates an SEC registered investment adviser and a broker-dealer. Snowden Lane provides a multi-custodian, multi-currency platform, with aggregated performance reporting and leading analytical tools for clients and advisors. It further provides full operational, finance, compliance, human resources, and financial advisor transition support to its financial advisors.
For more information about Snowden Lane, please visit www.snowdenlane.com.
References to “Snowden Lane” and “Snowden Lane Partners” are references to Snowden Capital Advisors LLC, an investment adviser registered with the U.S. Securities and Exchange Commission, and its affiliated entities.